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Simon Property Group

667 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $53.8B → $58.1B (+$4.35B)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0.5% less ownership

Funds ownership: 95.07%94.57% (-0.5%)

1% less funds holding

Funds holding: 672667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

26% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 277

31% less call options, than puts

Call options by funds: $296M | Put options by funds: $427M

Holders
667
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
17.78%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
51
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
576
Simplex Trading
Illinois
$156K -$19.4K -100 -11%
MCM
577
MV Capital Management
Maryland
$147K
FHA
578
First Horizon Advisors
Tennessee
$136K
DAM
579
Delta Asset Management
Tennessee
$133K -$48.4K -250 -27%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$131K +$18K +93 +16%
BEAM
581
Baker Ellis Asset Management
Washington
$117K
BWA
582
Burt Wealth Advisors
Maryland
$106K
WTB
583
Washington Trust Bank
Washington
$102K
HCP
584
Holt Capital Partners
Texas
$99K
KTC
585
Kistler-Tiffany Companies
Pennsylvania
$97K
RFA
586
Reilly Financial Advisors
California
$94K +$388 +2 +0.4%
WT
587
Whittier Trust
California
$89K
Manulife (Manufacturers Life Insurance)
588
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.9K -$3.07M -15,870 -3%
Bessemer Group
589
Bessemer Group
New Jersey
$85K -$81.2K -419 -49%
ATC
590
Adirondack Trust Company
New York
$85K +$13.6K +70 +19%
IWMPD
591
Integrated Wealth Management (Palm Desert)
California
$85K +$84.9K +438 New
SNT
592
Security National Trust
West Virginia
$82K -$8.53K -44 -10%
HI
593
Hudock Inc
Pennsylvania
$82K
FMP
594
Financial Management Professionals
Texas
$81K
ST
595
Smithfield Trust
Pennsylvania
$81K
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$78K
SC
597
Saturna Capital
Washington
$78K
HCM
598
Highlander Capital Management
New Jersey
$77K
JIC
599
Joel Isaacson & Co
New York
$66K
TRCT
600
Tower Research Capital (TRC)
New York
$65K -$235K -1,213 -79%

SPG Hedge Fund Activity: Q1 2015 in Review

667 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2015, worth a combined $58.1B — up 8.1% from $53.8B a quarter earlier.

Fund positioning in SPG was balanced in Q1 2015: 51 funds opened new positions, 51 closed out, 204 added to existing stakes and 277 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $671M. The largest seller was Fidelity Investments, cutting an estimated $537M.

  • 667 institutional investors held Simon Property Group (SPG) as of Q1 2015, down from 672 in Q4 2014.
  • Funds reported $58.1B of Simon Property Group stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 51 funds opened new Simon Property Group positions in Q1 2015 and 51 closed out, a net change of 0 holders.
  • The largest Simon Property Group buyer in Q1 2015 was Cohen & Steers, an estimated $671M added.
  • The largest Simon Property Group seller in Q1 2015 was Fidelity Investments, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2015.